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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,502 | $289,211-76.7% | $260,467-74.1% | $198,609-66.0% |
| Participation rate | 0.0% | 83.1%-83.1pp | 80.5%-80.5pp | 82.4%-82.4pp |
| Annual return | 9.12% | 112.90%-103.8pp | 100.60%-91.5pp | 202.70%-193.6pp |
| Employer contribution / active EE | $27,535 | $4,663+490.5% | $4,239+549.6% | $5,055+444.7% |
| Participant deferral / active EE | $27,000 | $6,812+296.3% | $6,319+327.3% | $6,977+287.0% |
| Admin fee / account holder | $4,181 | $16,236-74.3% | $15,461-73.0% | $19,030-78.0% |